Creating Predefined Queries

The following procedure describes how to create a predefined query by saving a query.

To create a predefined query by saving a query

  1. Navigate to the screen where you want to run the query.

  2. Create and run a query.

  3. From the application-level menu, select Query, then Save Query As.

  4. In the Save Query As dialog box, enter a name for the query.

    The query is added to your list of predefined queries. This query is private, and only you can view it.

  5. If you want to make the query public, then perform the following steps:

    1. Navigate to the Administration - Application screen, then the Predefined Queries view.

    2. In the Predefined Queries list, deselect the Private field in the record for the query you just created.